Your own phone number for referrals.

Your own phone number for referrals, on Pro and up. Partners call it any time. It answers with your name and says the call is recorded and transcribed, then takes the client's name, number, what they need and where. Or it rings your phone first and takes the referral if you can't pick up. Moments after the call, it's on your Referral Desk as a new referral from that partner, and one tap adds it. Driving? Call your own Line and say who the client is for, and it's a draft ready to send. Click to call on any referral goes out from your Line, and the call is logged on that referral with the transcript, plus an AI summary once you turn on AI write-ups. Smart matching knows who's calling: a client on one of your referrals shows by name, with their referral. Pro includes 300 minutes a month and Pro Max 1,000. Brokerage and Agency add a team line, plus Lines for up to 10 members, sharing 2,500 minutes a month; Enterprise gives every member a Line and shares 10,000. No overage charges: at the limit your Line still takes every referral. Choose your number, in the area code you want, from Refervia Line in your dashboard.

One Refervia Line for your whole team, on Brokerage, Agency and Enterprise. Partners call one number; it answers with your team's name, takes the referral, and posts it to the Team Referral Queue, where the first teammate free claims it. Everyone on the team gets a notification and an email. Owners and admins choose how it answers (take the referral, or ring an office phone first), see every call, and can call out from it; smart matching shows which client in the queue is calling. It shares the team's minutes with members' own Lines: 2,500 a month on Brokerage and Agency, 10,000 on Enterprise, with no overage charges. Owners and admins choose its number from Refervia Line, under Team line.

Your Refervia Line knows who's calling. When a client on one of your referrals calls, your Line shows them by name with their referral, and with AI write-ups on, the AI reads the call knowing who they are, so a client checking in isn't written up as a new referral. The call is logged on that referral, where only you see it; it's never shared with your partner. Trusted partners show by name too. Someone the Line doesn't know, you match in two taps: Find a match, then pick the client or partner, and their past and future calls join that referral. On a team line, the teammate who claimed the client's referral gets a notification when they call. On Pro and up.

Yes. Click to call is on every referral. On Pro and up it goes out from your Refervia Line, right in your browser: the client sees your Line's number and hears that the call is recorded and transcribed, and the call is logged on the referral with its transcript, plus an AI summary with AI write-ups on, so your activity stays accurate. Text, right next to it, opens your phone's own messaging app with the number filled in; Refervia Lines are for calls only, so a text goes from your own phone. On the Line page you can also call anyone back, search your clients and partners, or use the keypad. On Free, Click to call opens your phone's dialer and nothing is logged; Get smart calls shows what the Line adds. Until you choose your Line's number, Click to call uses your phone.